Do I Report Tax-Free Bonds Held Inside Indian MFs? In India, certain bonds issued by government entities (such as NHAI, REC, or PFC) are famous for being “Tax-Free”, meaning...
Long-Term vs. Short-Term Gains on Indian MFs – US Tax View In the Indian tax system, the distinction between Short-Term Capital Gains (STCG) and Long-Term Capital Gains (LTCG) is...
Taxation of Reinvestment Dividends for Indian MFs Many Indian mutual funds offer a “Dividend Reinvestment” option where profits are automatically used to purchase more units of the fund rather...
How to Handle Switch Transactions Between Indian Mutual Funds In the Indian market, a “switch” transaction is often marketed as a seamless way to rebalance your portfolio, moving money...
How SIP Investments Are Treated for US Tax Reporting Systematic Investment Plans (SIPs) are a cornerstone of wealth building in India, but for a U.S. person (Citizen, Green Card...
Taxation of Capital Gains From Indian Mutual Funds in the US For U.S. taxpayers (Citizens, Green Card holders, and Residents), Indian mutual funds are the ultimate “tax trap.” While...
Indian MFs and U.S. Taxes: What H-1B Professionals Must File Every Year For an H-1B professional, tax season in the U.S. is not just about your W-2. If you...
Why PFIC Compliance Is the #1 Tax Mistake H-1B Holders Make For H-1B visa holders, the focus is often on maintaining legal status, labor certifications, and USCIS deadlines. However,...
Top 5 Myths About PFIC Rules for Indians in the U.S. For the Indian diaspora in the U.S., navigating the tax treatment of home-country investments is a minefield of...
Taxation of Indian Mutual Funds in the U.S. for H-1B Visa Holders For H-1B visa holders, the transition from being an Indian tax resident to a U.S. tax resident...